Importing data: MAXIMIZER – General

  • Get your file from www.info-castle.com as a “Comma Separated File” (CSV)
  • Import File in Maximizer – click File on the menu bar of Maximizer – scroll down until you see “Import Address Book Entries”
  • You are now in the Import Address Book Entries window – use the browse button to find the file you generated – under format, switch it to “comma-delimited(,)” – under “Type of import” select “contacts” – under “Error Handling” select “Display each error” – click ok
  • You are now in the Select Fields For Import Window – highlight the Maximizer field you need on the left display click add – after you have selected all the necessary fields click import.

Note: (Adding Fields for customizing) Not all fields may be present for the file you intend to import. If you would like to add more fields (“user defined”):

  • In Maximizer on the menu bar (at the top of the program) click on File.
  • Scroll down to “Setup-User-Defined Fields”.
  • A window appears click the ADD button to add the field(s) you need (Another window will appear)
  • In the Text box type the name of the field.
  • Under “Type” select the type
  • Under “Field may be added to” recommend selecting default setting of all check boxes
  • Click ok – Made a mistake? To Delete the field highlight it click delete
  • Click cancel when you are finished adding the necessary fields

Importing data: Maximizer 5.0

Creating a New Database
  • Click on File and New Address Book Folder.
  • Type in a name for the folder in the Description of New Address Book Folder: box.
  • In the Location of Folder: box click on Browse and select the drive and folder where you want to save the new address book. Click OK.
  • You should see a box that prompts you that the specified folder does not exist, do you want Maximizer to create it for you? Click OK.
  • The next box will ask you if you want to copy your preferences, templates, etc. to your new address book folder. In the Copy Files From: box select Database and click Yes.
  • You will need to add any fields from your file that you do not already have in your Maximizer database. To do this, click on File and Setup User-Defined Fields.
  • You will get a blank User-Defined Fields: box. Click on Add…
  • In the User-Defined Field: box type the name of one of the fields from your file.
  • Under Type: select Alphanumeric.
  • In the Maximum Field Length you can use the default unless your fields are longer than the default length. Click OK.
  • Continue the process until you have all of the fields defined.
  • When you have all of the fields defined click Close.
  • You are ready to import the data!
Importing the data
  • Click on File and Import, then select Address Book Entries.
  • In the Import Address Book Entries box select the type of import you are doing, whether the file contains Companies/Individuals or Contacts.
  • Under Format: choose comma-delimited (“,).
  • In the Filename: box type the drive, directory, and the filename (example: C:\My Documents\List.txt). Click OK.
  • You will see a box that says Select Fields for Import. On the left you will see the Available Maximizer Fields:. On the far right you will see the fields from our file. You will need to match these fields up. To match the fields, click on the field on the left side that corresponds to the field on the right side and then click on Add so they match up in the Order of Import: box.
  • Continue this process until all of the fields match up.
  • If your file contains headers put a check mark in the box that says Do not import first record; it is a header.
  • When all of the fields are matched up click on Import.
  • Maximizer will then tell you how many records were imported and how many were skipped. Click OK.
  • If you want to view the list in your Address Book right now, click OK.
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